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In-house Corporate Classroom Training

We offer curated on-site corporate classroom training that is tailored to your institution’s particular needs. Browse our catalogue of available courses or contact us to develop your on-site training program.
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DISPLAYING: In-House Courses
COURSES TYPE CPD HRS
InHouse Icon Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Analysing Macro Risks and Opportunities
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader
InHouse Icon Build and Develop the Team of Relationship Managers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Business Opportunities and Planning for Private Bankers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Climate Investing
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Cryptonomics
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Cyber Security (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Decipher Family Office
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Digital Private Banking
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
InHouse Icon Digital Skills - Digital Risk Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Digital Wealth Management
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Emerging Compliance Exposures in Financial Industry
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Family Office – A New Level of Sophistication!
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Geopolitical Risks in the Investment Landscape
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
FTS 4
NEW
 
InHouse Icon Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Investment Management Fundamentals
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Key Macroeconomic Concepts for Financial Professionals
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Know Your Technological and Cyber Risk Exposure
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Regulations
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Source of Wealth
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Tax Impact
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Managing & Leading Change Effectively in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Market Cycle Analysis and Positioning
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Networking Effectively with Stakeholders in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader
InHouse Icon Practical Introduction to International Sanctions for Private Banking
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Private Banking Ethical Conduct
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  RM
InHouse Icon Product Advisory - Product, Sales and Market Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  ARM
InHouse Icon Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Risk Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Sustainability Risk Management – Identifying & Operationalising
TYPE  FTS  |  CPD HRS  4
FTS 4
NEW
 
InHouse Icon Sustainable Growth With Effective Client Acquisition Strategies
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM
InHouse Icon Sustainable Lending in the Current Landscape
TYPE  FTS  |  CPD HRS  4
FTS 4
NEW
 
InHouse Icon Technical Analysis Advisory System
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Transactions Monitoring: Understanding and Managing the Risks
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 

WHAT OUR CLIENTS HAVE TO SAY

Climate Investing

Excellent trainer and the examples are very practical. Well done!

...LGT

Climate Investing

Excellent presentation. Love the content, and the presenter has very strong and relevant knowledge on the subject.

...LGT

Family Office – A New Level of Sophistication!

The topic is relevant and the trainer knowledgeably carries the entire training.

...HSBC